Privacy Policy
Effective Date: May 22, 2026
Mark Wong respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, and protect information when you interact with our website, forms, appointment booking systems, SMS messaging, email communications, and related services.
Information We Collect
We may collect:
Name
Phone number
Email address
Appointment details
Inquiry information
Communication preferences
Information voluntarily submitted through forms, SMS, calls, or email
How We Use Information
We may use information to:
Respond to inquiries
Schedule appointments
Send reminders and follow-up communications
Deliver requested information or resources
Improve customer experience
Maintain internal business records
Provide mortgage, investment, insurance, or related business communications where permitted
SMS Communications
By providing your phone number and opting in, you consent to receive SMS communications from Mark Wong related to:
Appointment scheduling
Appointment reminders
Follow-up communications
Mortgage or financial service inquiries
Requested resources
General business communications
Message frequency may vary.
Message and data rates may apply.
Reply STOP to unsubscribe at any time.
Reply HELP for assistance.
Consent to receive SMS messages is not a condition of purchase.
Email Communications
By providing your email address, you consent to receive communications related to your inquiries, appointments, requested resources, and ongoing business relationship.
You may unsubscribe from marketing emails at any time where applicable.
Compliance & Communication Boundaries
Automated communications are intended for informational, scheduling, reminder, and follow-up purposes only.
Automated systems will not provide:
licensed financial advice
mortgage approval guarantees
investment recommendations
insurance recommendations
income guarantees
return projections
compliance-sensitive advice
Certain inquiries may be routed for manual human review before a response is provided.
All electronic communications are intended to comply with applicable Canadian Anti-Spam Legislation (CASL).
Consent Standards
Communications are intended only for individuals who:
voluntarily provided their contact information,
requested information,
engaged in prior business communication,
attended an event or consultation,
were referred through an existing relationship,
or otherwise provided appropriate consent where required by law.
We do not knowingly send automated communications to individuals who have opted out or should not be contacted.
Information Sharing
We do not sell personal information.
Information may be shared with trusted service providers used to operate business systems including CRM, scheduling, automation, SMS, email, analytics, and communication platforms.
Information may also be disclosed where required by law or regulatory obligations.
Data Security
Reasonable safeguards are used to protect information from unauthorized access, misuse, or disclosure.
However, no electronic transmission or storage system can be guaranteed completely secure.
Third-Party Platforms
We may use third-party software providers including HighLevel, Google, email providers, scheduling systems, CRM platforms, and messaging tools.
These providers maintain their own privacy and security policies.
Your Rights
You may request to:
access your information,
correct inaccurate information,
request deletion where legally permitted,
or withdraw communication consent.
Contact Information
Mark Wong
Email:
[email protected]
Phone:
647-522-9664
Updates
This Privacy Policy may be updated periodically. Continued use of our services after updates constitutes acceptance of the revised policy.